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Vanguard Small-Cap Value ETF
VBR

Overview Fund Activity

1,227 hedge funds and large institutions have $14B invested in Vanguard Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 503 increasing their positions, 433 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.57%
Holding in Top 10
104
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.95%
% of All Funds
1.66%
New
71
Increased
503
Reduced
433
Closed
57
Calls
$10M
Puts
$3.43M
Net Calls
+$6.6M
Net Calls Change
+$4.89M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$212M
2
Charles Schwab
2
Charles Schwab
California
$58.3M
3
Bank of America
3
Bank of America
North Carolina
$1.85B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$51M
5
CAN
5
Cetera Advisor Networks
California
$68.2M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$123K
2
EWA
2
EP Wealth Advisors
California
$4.53M
3
HMH
3
Hackensack Meridian Health
New Jersey
$124M
4
Morgan Stanley
4
Morgan Stanley
New York
$619M
5
UCFA
5
United Capital Financial Advisors
Texas
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
201
Cornerstone Wealth Management
Missouri
$7.94M -$1.49M -9,319 -16%
FWI
202
Facet Wealth Inc
Maryland
$7.89M +$4.8M +31,606 +155%
FAT
203
First American Trust
California
$7.81M +$53.4K +335 +0.7%
LI
204
LMCG Investments
Massachusetts
$7.75M -$145K -908 -2%
WMWM
205
Whitaker-Myers Wealth Managers
Ohio
$7.74M +$1.15M +7,196 +17%
FAAM
206
First Ascent Asset Management
Colorado
$7.72M +$362K +2,269 +5%
ASN
207
Advisory Services Network
Georgia
$7.53M +$371K +2,324 +5%
ACS
208
Archford Capital Strategies
Illinois
$7.5M -$49.8K -312 -0.7%
FFM
209
Forum Financial Management
Illinois
$7.4M -$37.5K -235 -0.5%
IFS
210
Ifrah Financial Services
Arkansas
$7.31M -$42.6K -267 -0.6%
CIA
211
Compass Ion Advisors
Pennsylvania
$7.29M +$5.52M +34,607 +311%
HWM
212
HB Wealth Management
Georgia
$7.15M +$346K +2,167 +5%
BMM
213
Buffington Mohr McNeal
Idaho
$6.98M -$404K -2,535 -5%
SFG
214
Sage Financial Group
Pennsylvania
$6.9M +$46.1K +289 +0.7%
PA
215
Parallel Advisors
California
$6.83M -$208K -1,305 -3%
TC
216
Tacita Capital
Ontario, Canada
$6.82M +$28.7K +180 +0.4%
FCI
217
Financial Counselors Inc
Kansas
$6.82M +$700K +4,386 +11%
E
218
ETFidea
New York
$6.82M +$19K +119 +0.3%
IHWM
219
Iron Horse Wealth Management
Iowa
$6.76M +$229K +1,436 +4%
CFO
220
Collective Family Office
Pennsylvania
$6.76M -$73K -458 -1%
AM
221
AGF Management
Ontario, Canada
$6.68M +$2.39K +15 +0%
EL
222
EWA LLC
Pennsylvania
$6.61M +$518K +3,322 +9%
AWE
223
Avidian Wealth Enterprises
Texas
$6.58M -$923K -5,790 -12%
I
224
INVST
Indiana
$6.58M +$167K +1,048 +3%
PP
225
PrairieView Partners
Minnesota
$6.46M -$55.5K -348 -0.9%
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